MFFSX
2050 MFS Lifetime-A
$22.29
-0.09 (-0.40%)
Currency in USD / Last Updated: 4/25/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 546.809M |
| 52 Week High | 23.03 |
| 52 Week Low | 18.572 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | MFFSX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 22.29 |
| Price Yesterday | 22.38 |
| Market Cap | 546.81 |
| YTD Return | 4.06% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 23.03 |
|---|---|
| 52 Week Low | 18.57 |
| Market Cap | 546.81M |
| Shares Outstanding | 24.53M |
| Income Dividend Yield | 1.38% |
| Long Term Dividend Yield | 1.78% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.15% |
Returns Annualized
| One Day | -63.81% |
|---|---|
| Five Days | 89.22% |
| One Months | -24.38% |
| Three Months | 15.76% |
| Six Months | 42.12% |
| Nine Months | 10.51% |
| One Year | 16.34% |
| Three Years | 3.49% |
| Five Years | 8.74% |
| Ten Years | 8.16% |
| YTD | 13.38% |
| Since Inception | 9.54% |
Returns Total
| One Day | -0.40% |
|---|---|
| Five Days | 1.27% |
| One Month | -2.41% |
| Three Months | 3.72% |
| Six Months | 19.03% |
| Nine Months | 7.82% |
| One Year | 16.32% |
| Three Years | 10.83% |
| Five Years | 51.90% |
| Ten Years | 118.77% |
| YTD | 4.06% |
| Since Inception | 244.41% |
Yearly Returns
| 2024 | 4.06% |
|---|---|
| 2023 | 16.55% |
| 2022 | -15.87% |
| 2021 | 20.11% |
| 2020 | 13.01% |
| 2019 | 26.49% |
| 2018 | -8.12% |
| 2017 | 20.86% |
| 2016 | 8.80% |
| 2015 | -0.13% |
Risk against SP-DA
| Alpha | -6.64% |
|---|---|
| Beta | 0.85 |
| Correlation | 95.90% |
| Downside Deviation | 2.78% |
| Coefficient of determination | 91.97% |
| Standard Deviation | 3.03% |
| Sharpe Ratio | -0.92 |
| Sortino | -3.46 |
| Treynor | 12.81 |
| Ulcer Index | 3.3 |
| Ulcer Performance Index | -2.92 |